Alexander B. Intriago, AWMA®
Vice President- Investment Officer
Alexander is a Vice President- Investment Officer with the Bridgemont Wealth Management Group of Wells Fargo Advisors. With over ten years of experience in the financial services field, he focuses on serving families by designing strategies for asset accumulation, preservation and wealth-transfer. He’s passionate about bringing clarity and confidence to families or individuals making financial and investment decisions.
His career started in banking in 2010, and in 2013 he began building an independent wealth transfer and life insurance consulting business. He spent four years specializing in life insurance design and planning for high net worth families and business owners. His experience in life insurance design led to being a part of several case design committees aimed at helping advisors understand how to plan for their client’s risk management and estate planning needs.
Alexander holds the ACCREDITED WEALTH MANAGEMENT ADVISOR℠ designation from the College for Financial Planning. This designations encompasses extensive education in the areas of wealth management for high-net-worth families, advanced investment strategies, succession planning for business owners, income and estate tax planning*, and executive benefit design.
Alexander and his wife, Brittany, reside in Jacksonville with their daughter, Ellie Kate. They are actively involved in Christ Church East and are University of Florida Athletics Gator Boosters. Alex currently serves on the Board of Directors for The River Club. You can often find Alex hosting game nights with friends or in The Swamp, cheering on the Gators!
* Wells Fargo Advisors is not a legal or tax advisor. However, Alex will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
CA Insurance License Number: 4106406. Resident State FL.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.